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Contact Us

Contact Us

 Philip J. Messuri, MS, CFP®

Certified Financial Planner™ Professional
(505) 798-6941
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Travis Flandermeyer, MBA

Investment Adviser Representative
(505) 717-1111
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Joshua Hovda, BBA, CFP®

Investment Adviser Representative
(505) 361-1602
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 Robert L. Quinlan, MBA

Investment Advisor Representative
(505) 588-2014
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 Suraj Bhakta, MBA

Business Operations Associate
(505) 717-1111
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Marcia Smith

Advisor Assistant
(505) 798-6941
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Amber Wells

Advisor Assistant
(505) 508-4661
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Albuquerque Office

5203 Juan Tabo NE
Suite  2C
Albuquerque, New Mexico 87111

Mon-Fri: 8:00 AM - 5:00 PM